See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,747 | $102,382-86.6% | $147,005-90.6% | $80,874-83.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.03% | 134.89%-122.9pp | 418.76%-406.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $2,501 | $3,715-32.7% | $4,934-49.3% | $2,756-9.2% |
| Participant deferral / active EE | $4,805 | $6,646-27.7% | $8,070-40.5% | $4,297+11.8% |
| Admin fee / account holder | $1,461 | $7,942-81.6% | $13,006-88.8% | $6,935-78.9% |